Community Development Financial Institutions

Financial Services Industry Expertise

Our Financial Services and Community Development Financial Institutions (CDFI) industry vertical works with mission based lenders to effectively utilize their technology platforms and data. We have a depth of expertise with many sectors of the industry including small business lending, affordable housing, and social change. Whether you are micro-lender struggling with managing volume or an affordable housing lender looking to efficiently manage property escrow; ATX has the expertise to help you meet your objectives.

We have worked with CDFI clients specializing in all aspects of the industry including origination, underwriting, loan servicing, portfolio analysis, financial accounting and external reporting. Our technical services include system integrations and business intelligence solutions to help organizations efficiently process and utilize their data.

We leverage our industry expertise to help our clients improve efficiency, accountability, and scalability to allow you to focus on your mission.

Mission Based Lending

Community Banks

Credit Unions


Small Business Lending

Green Banks


Our Services

We strive to help our clients achieve greater efficiencies and productivity through leading operating practices, modern technology systems, and sound advice. We accomplish these goals by developing great relationships with a whole picture emphasis on business processes, organization structure, technology environment, and overall business strategy.

Caliper CDFI Analytics

Utilizing world class technology and industry leading practices, Caliper consists of a consolidated platform, integration, and toolset for rapid deployment of business analytics. Find out how your organization can utilize Caliper to become more efficient, data driven and ultimately tell a better story.

Selected CDFI Clients

ATX has worked with New Hampshire Community Loan Fund (NHCLF) since 2017 and has provided a range of IT assessment, software selection and implementation support services for NHCLF. Our services have included a comprehensive evaluation of technology platform needs, development of a long-term IT roadmap, BI and Reporting system selection, credit platform evaluation, and implementation advisory support for Salesforce CRM and BI implementation efforts.

ATX has worked with Invest Detroit since 2018 serving as advisors for their technology platform transformation. ATX advisory services have included development of a comprehensive IT Strategy and transformation roadmap along with software selection services for their CRM, Loan Servicing and Financial Platforms. ATX has also provided implementation support services for these initiatives including ongoing management advisory, functional process design, integration design, and data conversion support services.

CDFI Technology Maturity Model

Ever wonder if your tech needs to catch up to accomplish your goals?

ATX built our technology maturity model for CDFIs to identify if their tech is in line with their strategy and goals. Does your organization’s technology stack up?

OFN Ally

ATX Advisory is proud to be an Opportunity Finance Network (OFN) Ally.

OFN leads CDFIs and their partners to ensure that low-income, low-wealth, and other underserved people and communities have access to affordable, responsible financial products and services.

OFN Allies actively support OFN’s mission and the important work they do on behalf of the opportunity finance industry.